Fund Updates

The Fund delivered a strong annualised return of 10.07% (RBA + 5.72%) in August.

The Fund commenced the FY27 year with a strong monthly annualised return of 10.15% (RBA + 5.80%), further extending its run of consistent,…

"This is more than a new fund — it's a reflection of the confidence we have in the business, people and discipline we've built over eleven years."

The Fund delivered a monthly annualised return of 10.20% (RBA + 5.85%), continuing its long run of consistent, predictable returns. Portfolio LVR…

The Fund delivered a monthly annualised return of 10.07% p.a. (RBA + 5.97%), continuing the fund’s long run of consistent, predictable annualised…

The Fund delivered a monthly return of 10.05% p.a. (RBA + 5.95%), marking six consecutive months of annualised returns within a tight 6 basis-point…

With an annualised March return of 10.10% (RBA + 6%), the fund’s return volatility again remains very low, with LVR falling slightly to 64.3%.

The Bedrock fund delivered another pleasing result in February with an annualised 10.11% return, which is very consistent with the 3 month annualised…

The fund’s annualised return of 10.10% for January is consistent with the last 3-4 months average return, however was slightly lower than hoped due…

December saw the fund deliver an annualised return of 10.15%, ~ 11bps up on November off the back of improved cash utilisation.

Across November the Fund delivered an annualised return of 10.04%, despite a lower-than-target cash utilisation at around 86%.

October marked a significant milestone for Bedrock, with the Fund surpassing $100 million in funds under management, a reflection of the trust and…